client services manager

A boutique financial planning firm in Martin Place is growing, and they need a Client Service Manager who knows their stuff and takes pride in doing the job well.This is a role for a CSM who genuinely cares about the client experience, works well with advisers, and wants to plant roots somewhere that will grow with them.What's on offerCareer development as...

Join a highly regarded boutique wealth advisory firm in Melbourne CBD and become part of a business that has built its reputation on exceptional client relationships, technical excellence and genuinely personalised advice.Supporting a team of experienced Advisers, you will play an integral role in delivering a seamless client experience and ensuring the...

As our advisers spend more time with clients, we are looking for an experienced Client Services Manager to own the administration that makes great advice happen. This is a senior, career role for someone who takes pride in running a practice smoothly and being the person clients and colleagues rely on. You will work closely with the Principal and support the...

eader At Certis Security Australia, we deliver innovative, integrated security solutions that create safer environments - including major events and high-profile sites across Australia. Our commitment is to a Safer, Smarter and Better workplace, where people are supported, respected and empowered. As Australia's only next-generation security company...

This is an exciting opportunity to join Ironbark Financial Group as a Client Services Manager within our Milton team. You'll play a key role in supporting clients and advisers while contributing to an exciting team environment. Working closely with advisers, clients and support teams, you'll help deliver a seamless client experience and support the advice...

WE STRIVE TO ACHIEVE THE HIGHEST STANDARDS ACROSS SAFETY, QUALITY AND ENVIRONMENTAs a member of the of the Killara Services team, you will have the opportunity to work with a supportive and friendly group of professionals who take pride in their work.We are a leading provider of facility services, committed to provider better experiences and better outcomes...

The Client Service Manager is the central point of contact between our clients and our technical teams across Financial Planning, Accounting, Lending and Self-Managed Superannuation Funds (SMSF). The role acts as a facilitator and bridge, making sure clients get the information they need quickly, in plain language, and always know what happens next. Working...

Since 2019, Body & Mind Online has supported more than 9,000 Australians with their mental health and wellbeing through accessible, personalised care. Our network of 100+ registered mental health professionals delivers telehealth and onsite services, complemented by daily mindfulness practices including meditation, yoga and breathing exercises.In partnership...

Job Description /n Summary: /n We are seeking a dedicated Client Services Manager to enhance client relations and ensure exceptional service delivery. This role involves managing client accounts, addressing inquiries, and fostering strong relationships to drive satisfaction and retention. Ideal for candidates with a passion for client success and a...

Summary: We are seeking a dedicated Client Services Manager to enhance client relations and ensure exceptional service delivery. This role involves managing client accounts, addressing inquiries, and fostering strong relationships to drive satisfaction and retention. Ideal for candidates with a passion for client success and a commitment to excellence....

As Client Services Manager, you'll be in the engine room of the firm. You'll keep work moving, keep clients informed and free up our advisors to focus on high-value client work. You'll Service our clients , from requesting client information and making sure we receive it, through to managing jobs, lodgements and invoicing. You'll work alongside a Client...

Overview About the Company: Our client is a highly successful and established Financial Services firm helping ambitious Australian families who want to take control of their financial future. They’re looking for a Client Services Manager who shares their values, energy, and drive to help clients feel truly looked after and ensure that the office is...

This is a great opportunity for a career orientated market professional to join a well-established tier one wealth management organisation as a Client Service Manager on an initial 12-month contract with the view to permanency. Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had...

Every ISS employee, or “placemaker,” is part of both a diverse team and global community of colleagues where different skills, personalities, and life choices are acknowledged and celebrated as part of a positive, inclusive environment. ISS teams come together to care for clients and colleagues, championing talents and uniting with trust in a place open...

This is an exciting opportunity to join MBA Financial Services as it becomes part of the Ironbark Financial Group. As a Client Services Manager within our Unley team, you'll play a key role in supporting clients and Advisers while contributing to an exciting period of growth and integration.Working closely with Advisers, clients and support teams, you'll...

Are you a master of organisation, a proactive problem-solver, and energised by supporting high-performing teams? We’re looking for aClient Services Managerwho thrives in a dynamic environment and finds genuine satisfaction in driving results behind the scenes. If you're detail-obsessed, process-driven, and ready to take ownership, this could be your ideal...

Salt Search has partnered with a globally renowned, influential, innovative and award-winning social media entertainment platform and we're looking for a Client Solutions Manager to join their Consumer Brands team, where you'll partner with clients, agencies, and internal stakeholders to drive campaign success and unlock growth opportunities. This is a...

Description Melbourne or Sydney 12-Month Contract Maternity Leave Cover MUFG Pension & Market Services is seeking a Client Service Manager to join our Fund Solutions team on a 12-month maternity leave contract, commencing mid-October. You'll manage relationships with a portfolio of clients, acting as a key point of contact and working closely with...

Job DescriptionCMBM (Clean, Maintain, Build, Manage) is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State.About the role:We are looking for a conscientious, performance-driven Client Services Manager to oversee Cleaning operations at key client sites in Western Brisbane...

**Senior Client Service Manager – Financial Planning | Fully Remote | $95K–$115K + Super** You’re an experienced CSM who knows your way around North, keeps things organised, and makes sure advisers have everything they need before a meeting. Clients ask for you by name. Now imagine doing that from home, in a practice that’s well run and appreciates...